Netols Asset Management

Netols Asset Management as of March 31, 2015

Portfolio Holdings for Netols Asset Management

Netols Asset Management holds 71 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wabtec Corporation (WAB) 2.3 $12M 126k 95.01
Sun Communities (SUI) 2.3 $12M 177k 66.72
VeriFone Systems 2.1 $11M 309k 34.89
Acuity Brands (AYI) 2.0 $10M 61k 168.15
Hanover Insurance (THG) 2.0 $10M 142k 72.58
Unifi (UFI) 2.0 $10M 279k 36.09
Fair Isaac Corporation (FICO) 1.9 $10M 113k 88.72
MGIC Investment (MTG) 1.9 $9.8M 1.0M 9.63
Supervalu 1.9 $9.8M 844k 11.63
VCA Antech 1.8 $9.4M 172k 54.82
Invacare Corporation 1.8 $9.1M 471k 19.41
CACI International (CACI) 1.8 $9.0M 100k 89.92
Integra LifeSciences Holdings (IART) 1.7 $8.7M 142k 61.65
Casey's General Stores (CASY) 1.7 $8.6M 96k 90.10
Progress Software Corporation (PRGS) 1.7 $8.6M 318k 27.17
Capella Education Company 1.7 $8.6M 133k 64.88
Trimas Corporation (TRS) 1.7 $8.6M 280k 30.79
Endurance Specialty Hldgs Lt 1.6 $8.5M 139k 61.14
Selective Insurance (SIGI) 1.6 $8.4M 290k 29.05
U.S. Physical Therapy (USPH) 1.6 $8.3M 175k 47.50
Ann 1.6 $8.3M 203k 41.03
Carter's (CRI) 1.6 $8.2M 89k 92.48
Ethan Allen Interiors (ETD) 1.6 $8.2M 298k 27.64
Domino's Pizza (DPZ) 1.6 $8.0M 80k 100.55
First Industrial Realty Trust (FR) 1.5 $7.9M 369k 21.43
Webster Financial Corporation (WBS) 1.5 $7.9M 214k 37.05
PGT 1.5 $7.9M 705k 11.17
Brady Corporation (BRC) 1.5 $7.7M 274k 28.29
Compass Minerals International (CMP) 1.5 $7.7M 83k 93.21
Cabela's Incorporated 1.5 $7.7M 138k 55.98
CONMED Corporation (CNMD) 1.5 $7.7M 153k 50.49
Briggs & Stratton Corporation 1.5 $7.6M 370k 20.54
FelCor Lodging Trust Incorporated 1.5 $7.6M 659k 11.49
Tenne 1.5 $7.5M 131k 57.42
Education Rlty Tr New ret 1.4 $7.4M 210k 35.38
Monotype Imaging Holdings 1.4 $7.3M 225k 32.64
McDermott International 1.4 $7.3M 1.9M 3.84
State Street Bank Financial 1.4 $7.2M 344k 21.00
Acadia Healthcare (ACHC) 1.4 $7.2M 101k 71.60
Plexus (PLXS) 1.4 $7.2M 176k 40.77
Campus Crest Communities 1.4 $7.2M 1.0M 7.16
Sensient Technologies Corporation (SXT) 1.4 $7.1M 103k 68.88
Thermon Group Holdings (THR) 1.4 $7.0M 292k 24.07
BancorpSouth 1.4 $6.9M 299k 23.22
Albany Molecular Research 1.4 $7.0M 395k 17.60
Sterling Bancorp 1.3 $6.9M 511k 13.41
Checkpoint Systems 1.3 $6.8M 632k 10.82
LifePoint Hospitals 1.3 $6.8M 92k 73.45
Glacier Ban (GBCI) 1.3 $6.7M 268k 25.15
Cheesecake Factory Incorporated (CAKE) 1.3 $6.6M 133k 49.33
Entegris (ENTG) 1.3 $6.5M 473k 13.69
National Health Investors (NHI) 1.2 $6.4M 90k 71.01
ManTech International Corporation 1.2 $6.3M 185k 33.94
TreeHouse Foods (THS) 1.2 $6.3M 74k 85.02
Herman Miller (MLKN) 1.2 $6.2M 224k 27.76
Community Bank System (CBU) 1.1 $5.6M 158k 35.39
Old National Ban (ONB) 1.1 $5.5M 385k 14.19
DeVry 1.1 $5.4M 161k 33.36
Carpenter Technology Corporation (CRS) 1.1 $5.4M 139k 38.88
Smart Balance 1.1 $5.4M 564k 9.53
United Rentals (URI) 1.0 $5.3M 59k 91.16
Genesee & Wyoming 1.0 $5.2M 53k 96.43
Haemonetics Corporation (HAE) 0.9 $4.7M 105k 44.92
Bill Barrett Corporation 0.9 $4.6M 551k 8.30
Accuride Corporation 0.9 $4.5M 969k 4.66
Park Electrochemical 0.8 $4.0M 186k 21.56
Commercial Vehicle (CVGI) 0.8 $4.0M 618k 6.44
Cloud Peak Energy 0.7 $3.8M 649k 5.82
Willbros 0.5 $2.5M 744k 3.31
Intrepid Potash 0.3 $1.6M 139k 11.55
FormFactor (FORM) 0.2 $991k 112k 8.88